Ad is loading...
FBAFX vs OAZBX
FBAFX vs OAZBX Comparison
Open Charts FBAFX vs OAZBX
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
FBAFX vs OAZBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than FBAFX: OAZBX (2.45) vs FBAFX (2.22). FBAFX was incepted earlier than OAZBX: FBAFX (5 years) vs OAZBX (4 years). OAZBX (0.56) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). FBAFX has a lower initial minimum investment than OAZBX: FBAFX (250) vs OAZBX (1000000). FBAFX annual gain was more profitable for investors over the last year : 4.99 vs. OAZBX (4.39).
| FBAFX | OAZBX | FBAFX / OAZBX | |
| Total Expense Ratio | 0.34 | 0.56 | 61% |
| Annual Report Gross Expense Ratio | 0.34 | 0.56 | 61% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 0.519 | -0.586 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 6.01B | 3,892% |
| Annual Yield % from dividends | 2.22 | 2.45 | 91% |
| Returns for 1 year | 4.99 | 4.39 | 114% |
| Returns for 3 years | 24.09 | 23.45 | 103% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers